📊 Improved Allocation Plan
1. Core Holdings (Stable Compounders)
Consistent earnings and defensive traits:
T (AT&T) – steady cash flows, stable telecom exposure.
PM (Philip Morris) – defensive consumer staple, high dividend.
CNP (CenterPoint Energy) – utility stability, defensive ballast.
VRSN (Verisign) – cash-generating monopoly-like business.
➡️ Suggested Weight: 25–30% combined
2. Growth & Innovation Plays
To capture upside from secular themes:
PLTR (Palantir) – data/AI defense and enterprise growth.
APP (AppLovin) – app monetization and gaming ecosystem.
GOOGL (Alphabet) – core tech exposure with AI tailwinds.
NFLX (Netflix) – content moat, global growth.
➡️ Suggested Weight: 25–30% combined
3. Cyclical & Industrial Leaders
These give exposure to economic recovery and capex cycles:
HWM (Howmet Aerospace) – breakout base, aerospace uptrend.
RTX (Raytheon Technologies) – defense/aerospace diversification.
CME (CME Group) – volatility/hedging proxy, strong cash flows.
CBOE (CBOE Global Markets) – options/liquidity boom exposure.
➡️ Suggested Weight: 20–25% combined
4. High Beta / Tactical Rotation
Shorter-term, opportunistic holdings that juice returns:
TPR (Tapestry) – discretionary rebound.
STX (Seagate) – storage cycle, AI demand tie-in.
DG (Dollar General) – consumer resilience.
HOOD (Robinhood) – retail flow capture, optionality.
➡️ Suggested Weight: 15–20% combined
5. Satellite / Alpha Enhancers
Niche names with asymmetric potential:
RPRX (Royalty Pharma) – biopharma royalties, steady income.
LDOS (Leidos) – government contractor/tech defense.
VST (Vistra) – power utility + renewables angle.
KR (Kroger) – consumer defensive.
MO (Altria) – high yield, value.
AVGO (Broadcom) – semiconductor powerhouse, AI demand.
➡️ Suggested Weight: 10–15% combined
🚀 Adjustments vs Past Allocation
New Adds: HWM (confirmed breakout), RTX (defense exposure), AVGO (AI), or NVDIA.
Keep: PLTR, APP, GOOGL, TPR, STX, T, PM, etc.
Trim/Rotate: Smaller weights to KR, MO, add more CBOE, STX, VST to keep liquidity.
Balance: Defensive core vs. high beta growth.
1. Core Holdings (Stable Compounders)
Consistent earnings and defensive traits:
T (AT&T) – steady cash flows, stable telecom exposure.
PM (Philip Morris) – defensive consumer staple, high dividend.
CNP (CenterPoint Energy) – utility stability, defensive ballast.
VRSN (Verisign) – cash-generating monopoly-like business.
➡️ Suggested Weight: 25–30% combined
2. Growth & Innovation Plays
To capture upside from secular themes:
PLTR (Palantir) – data/AI defense and enterprise growth.
APP (AppLovin) – app monetization and gaming ecosystem.
GOOGL (Alphabet) – core tech exposure with AI tailwinds.
NFLX (Netflix) – content moat, global growth.
➡️ Suggested Weight: 25–30% combined
3. Cyclical & Industrial Leaders
These give exposure to economic recovery and capex cycles:
HWM (Howmet Aerospace) – breakout base, aerospace uptrend.
RTX (Raytheon Technologies) – defense/aerospace diversification.
CME (CME Group) – volatility/hedging proxy, strong cash flows.
CBOE (CBOE Global Markets) – options/liquidity boom exposure.
➡️ Suggested Weight: 20–25% combined
4. High Beta / Tactical Rotation
Shorter-term, opportunistic holdings that juice returns:
TPR (Tapestry) – discretionary rebound.
STX (Seagate) – storage cycle, AI demand tie-in.
DG (Dollar General) – consumer resilience.
HOOD (Robinhood) – retail flow capture, optionality.
➡️ Suggested Weight: 15–20% combined
5. Satellite / Alpha Enhancers
Niche names with asymmetric potential:
RPRX (Royalty Pharma) – biopharma royalties, steady income.
LDOS (Leidos) – government contractor/tech defense.
VST (Vistra) – power utility + renewables angle.
KR (Kroger) – consumer defensive.
MO (Altria) – high yield, value.
AVGO (Broadcom) – semiconductor powerhouse, AI demand.
➡️ Suggested Weight: 10–15% combined
🚀 Adjustments vs Past Allocation
New Adds: HWM (confirmed breakout), RTX (defense exposure), AVGO (AI), or NVDIA.
Keep: PLTR, APP, GOOGL, TPR, STX, T, PM, etc.
Trim/Rotate: Smaller weights to KR, MO, add more CBOE, STX, VST to keep liquidity.
Balance: Defensive core vs. high beta growth.
Gabriel Amadeus
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
Bài đăng liên quan
Thông báo miễn trừ trách nhiệm
Thông tin và ấn phẩm không có nghĩa là và không cấu thành, tài chính, đầu tư, kinh doanh, hoặc các loại lời khuyên hoặc khuyến nghị khác được cung cấp hoặc xác nhận bởi TradingView. Đọc thêm trong Điều khoản sử dụng.
Gabriel Amadeus
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
The Real World - Stocks Campus:
Stocks, Options, Futures, Forex, Crypto, this is what we trade.
Learn profitable trading systems or build your own, just like I did.
jointherealworld.com/?a=f7jkjpg8kh
Bài đăng liên quan
Thông báo miễn trừ trách nhiệm
Thông tin và ấn phẩm không có nghĩa là và không cấu thành, tài chính, đầu tư, kinh doanh, hoặc các loại lời khuyên hoặc khuyến nghị khác được cung cấp hoặc xác nhận bởi TradingView. Đọc thêm trong Điều khoản sử dụng.